Joe Vaklyes Promoted to Executive Financial Advisor with Waukesha Investments
Vaklyes has worked for Waukesha Investments since 2009 and is committed to providing financial guidance and investment solutions to help his customers meet their financial goals and objectives. As an Executive Financial Advisor, he will continue to provide a variety of advisory and non-advisory financial services, including financial planning, retirement planning, portfolio reviews, retirement income planning, long term care insurance, social security strategies, gifting and estate planning, rollovers and fee based advisory options. He is also a CERTIFIED FINANCIAL PLANNERT (CFP®), a Chartered Financial Consultant (ChFC), as well as FINRA registered with series 6, 7, 63 and 66 securities registrations, and holds his Life & Health Insurance licenses in many states.
Established in 1985, Waukesha Investments serves clients throughout southeastern Wisconsin with a full range of financial products and services. Waukesha Investments makes investment and insurance services available through Cetera Investment Services LLC.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Registered location: 1640 E. Main Street, Waukesha, WI 53186, (262) 574-4103.
Founded in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.
For further information, please contact:
Becky Talaska
Assistant Marketing Manager
Waukesha State Bank
(262) 549-8538
rtalaska@waukeshabank.com